Assistant Portfolio Manager Resume Samples - Page 3

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

An Assistant Portfolio Manager works closely with a team of analysts and researchers in order to reach a final investment decision with regard to fund or asset management. An Assistant Portfolio Manager's sample resume will include such skills as maintaining and updating economic outlook reports, as well as managing a firm's client service reporting via both performance and portfolio analyses. The educational background of an Assistant Portfolio Manager can include a degree in one of the following fields: computer science, engineering, physics, or biology.

Find out what is the best resume for you in our Ultimate Resume Format Guide.

21

Assistant Portfolio Manager

Assisted the Senior Manager in supervising all aspects of building operations for a portfolio of 70 commercial, retail and industrial properties.

  • Planned capital and tenant improvements, tenant retention programs, and client interactions.
  • Conducted contract bidding and negotiations, financial reporting to multiple owners and resolved legal issues.
  • Processed accounts payable and receivables using Yardi system, created rent rolls and lease abstracts.
Candidate Info
3
years in
workforce
1
year
at this job
BA
International Relations
22

Assistant Portfolio Manager

Supported the senior portfolio manager with the management of Mitchell's institutional fixed income portfolios.

  • Actively traded the Treasury, Agency and foreign currency assets of the portfolios.
  • Tracked and adjusted portfolio duration across all portfolios and maintained sector weightings.
  • Managed foreign currency assets and hedged currency positions.
  • Reconciled client assets with custodian banks.
Candidate Info
6
years in
workforce
1
year
at this job
BA
Arts And Sciences
23

Assistant Portfolio Manager

Oversaw seven retail properties in three counties in a third party management capacity.

  • Served as first point of contact for vendors and tenants.
  • Coordinated with vendors to manage maintenance and services.
  • Managed building engineer and janitorial staff in office setting.
  • Conducted regular property inspections and monitored tenant move-ins/move outs.
  • Collected rents, processed and coded expense invoices.
  • Reported monthly to ownership groups on budget variances, leasing activity, and property condition.
  • Assisted in development of annual budgets, and CAM reconciliations.
  • Managed documents and file sharing to streamline work load and to foster continuity within an active portfolio consisting of fourteen properties.
Candidate Info
19
years in
workforce
3
years
at this job
BA
English Education
Certificates & Education
Associated Arts
24

Assistant Portfolio Manager, Private Wealth Management Group

  • Partnered with two senior portfolio managers in overseeing more than $500 million in assets for high net worth investment accounts, trusts, IRA's, defined contribution plans, institutional accounts and various other types of accounts
  • Built and maintained relationships with high net worth clients by serving as the primary point of contact
  • Presented client proposals and prepared custom marketing materials
  • Executed asset allocation strategies based on client's risk tolerance, investment time horizons and current/future income needs
  • Assisted in the business development process for both existing and prospective clients
  • Developed client service levels with internal groups to improve customer satisfaction and facilitate issue resolution
Candidate Info
7
years in
workforce
5
years
at this job
BS
Finance
25

Trader and Assistant Portfolio Manager

Executed trades in equities and options for main account and sub accounts within technology sector.

  • Evaluated technical analysis and stock order flows to identify and recommend entry and exit points.
  • Developed long and short strategies using options focusing on the technology industry.
  • Generated positive return-on-investment, resulting in an increase of allocated capital from $5M to $25M.
  • Reviewed company financial statements, fixed assets, cash position, strategic planning and R&D
  • Consolidated portfolio with senior portfolio manager to add technology stocks to a multi sector portfolio.
Candidate Info
10
years in
workforce
8
years
at this job
26

Assistant Portfolio Manager

Managed portfolio accounting for multiple US and international portfolios

  • Worked with custodians and brokers to ensure timely settlement of trades and transaction processing
  • Reconciled cash, assets and security prices with custodian banks
  • Significantly reduced receivables by pursuing collection of interest-claim
  • Prepared and analyzed various client reporting schedules
  • Recommended the development of a college internship program, resulting in 10+
Candidate Info
3
years in
workforce
2
years
at this job
BS
Finance
27

Vice President, Assistant Portfolio Manager, Registered Representative

Assisted in managing over $40 Million in marketable securities, responsible for securities allocation and accounting in over 130 managed accounts

  • Daily, researched marketable securities by both technical and fundamental
  • Led team through weekly meetings to deem whether securities were suitable for clients
  • Met with clients, lawyers, and accountants to ensure optimal portfolio
  • Cooperated with regulatory agencies' standards
  • Maintained excellent customer service by meeting specific needs of clientele
  • Worked closely with inter-office personnel to ensure high morale
Candidate Info
2
years in
workforce
1
month
at this job
BA
Finance
MA
Master of Arts
28

Assistant Portfolio Manager

Co-managed Core Fixed Income and Core Plus strategies with assets under management over
$500 million.

  • Generated investment ideas in relation to the macro environment, investment themes and relative value judgments
  • Conducted qualitative and quantitative analysis primarily on Treasury, Government
  • Provided written quarterly market commentary and supported marketing and client
  • Developed and maintained strong relationships with broker-dealers executing more than
Candidate Info
6
years in
workforce
4
years
at this job
BBA
Finance
29

Assistant Portfolio Manager (promoted from Financial Analyst)

  • Supervised two analysts and oversaw middle office operations of top performing equity mutual fund in Middle East and North Africa (MENA) region along with five discretionary portfolios totaling $500M assets under management
  • Developed relationships with sell-side research teams, compliance and back office
  • Built quantitative tools to enhance security selection, portfolio management and risk analysis
  • Created and operated a model to manage Shariah compliant index fund and reduced tracking error by 50%
  • Streamlined daily functions using VBA and expedited production times by 60%
  • Coded a C++ algorithm to optimize portfolio weights implementing modern portfolio theory which improved
  • Computed VaR using MATLAB's Monte Carlo Simulation tool and traded accordingly to reduce funds' volatility by 40% in times of crisis
Candidate Info
5
years in
workforce
2
years
at this job
BA
Business Administration
MA
Master of Arts

Your Resume, Made Easy.

You are looking for your dream job and need a resume? My Perfect Resume is your solution and takes the hassle out of resume writing. Create the perfect job-worthy resume effortlessly in just a few clicks!